Senior Officer - CAT Axis

Max Life Insurance; Lucknow; On-site; INR 4,50,000 - 6,75,000; Full time

Job summary

A leading insurance firm in Lucknow is seeking a motivated professional for customer service and sales. The role involves relationship management with existing clients and requires 1-3 years of relevant experience. Candidates should be graduates aged between 25-32 and possess good communication skills. Responsibilities include building customer relationships, addressing queries, and achieving sales targets through effective customer interaction and cross-selling strategies.

Qualifications

• 1-3 years experience in sales of insurance, mutual funds, CASA, investments, loans, or real estate.
• Minimum 6 months exposure to life insurance.
• Age bracket: 25-32 years.
• Must own a conveyance.

Responsibilities

• Establish relationships with the allocated customer base.
• Ensure retention of the Book of Relations.
• Act as the single point of contact for customer queries.
• Identify financial goals and provide planning assistance.
• Fix self-appointments daily from the customer database.
• Focus on cross-sell & up-sell opportunities.

Skills

Process & result orientation

Customer centricity & relationship building

Basic computer knowledge

Good communication skills – English and regional language

Education

Graduate

Job description

JOB SUMMARY

Direct customer service and sales to existing MLI customers through relationship building. Existing customer database will be provided by the company.

KEY RESPONSIBILITIES

Service through relationship management

• Establishing and strengthening relationship with the allocated customer base.
• Ensure retention of his/her allocated Book of Relations (existing customer database).
• Act as single point of contact for customers for any customer walk‑in/query/complaint.
• Identify financial goals of customers and provide financial planning assistance.
• Competition analysis for giving professional advice to customer.
• Fix self‑appointments every day from the given customer database as per the campaign.
• Focus on cross‑sell & up‑sell opportunity in allocated customers and walk‑ins.

MEASURES OF SUCCESS

• TAT adherence for updating system – CSG.
• Successful completion of cross‑sell/up‑sell business goals month on month.
• Collection of payment/premium from 91‑180 days due policies.
• Achievement of retention targets.
• 45 unique customer meetings in a month.
• More than 90% attendance (of total working days).
• Successfully score ≥80% in the functional trainings imparted.

DESIRED QUALIFICATIONS AND EXPERIENCE

• Graduate with 1‑3 years’ experience in sales of insurance, mutual funds, CASA, investments, loans, or real estate.
• Minimum 6 months’ exposure to life insurance.
• Age bracket: 25‑32 years.
• Must own a conveyance.

KNOWLEDGE / SKILLS / ABILITIES

• Process & result orientation.
• Customer centricity & relationship building.
• Basic computer knowledge.
• Good communication skills – English and regional language.